HBE Wealth Management, LLC
Filing Date
Global Rank
#8,179
/ 8,603
▲ 131
· as of Mar 2026
Top Industry
Semiconductors
20.0%
3Y Alpha vs SPY
+3.8%
Period ended 3 months ago
Filed Apr 28, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+10.7%
SPY
+9.6%
Annualised alpha
+3.1%
Max drawdown
−8.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.8%
−2.2 pts
Top 5
56.8%
−5.3 pts
Top 10
82.2%
−1.2 pts
HHI
865
Diversified−118
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.7% | $3,367,929 |
| Financial Services | 16.9% | $1,470,198 |
| Industrials | 14.8% | $1,291,519 |
| Healthcare | 9.6% | $833,543 |
| Consumer Cyclical | 7.5% | $654,800 |
| Communication Services | 4.3% | $374,403 |
| Consumer Defensive | 3.7% | $320,269 |
| Energy | 2.4% | $210,639 |
| Utilities | 2.1% | $184,010 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +1,186 | 3,146 | $798,423 | |
| AVGO | Broadcom Inc. | +1,067 | 1,659 | $513,477 | |
| AMZN | Amazon Com Inc | +601 | 3,144 | $654,800 | |
| NVDA | Nvidia Corp | +526 | 4,528 | $789,683 | |
| MRK | Merck & Co., Inc. | +416 | 2,865 | $344,630 | |
| MSFT | Microsoft Corp | +389 | 2,227 | $824,368 | |
| GOOGL | Alphabet Inc. | +279 | 1,302 | $374,403 | |
| WMT | Walmart Inc. | +104 | 2,577 | $320,269 | |
| LLY | ELI LILLY & Co | +59 | 292 | $268,572 | |
| BRK-B | Berkshire Hathaway Inc | +1 | 2,596 | $1,244,003 | |
| No positions match the current search. | |||||
17 positions ·
$8,707,310 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AME |
Ametek Inc/
Industrials
|
Held | 6,025 | $1,291,519 | 14.83% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,596 | $1,244,003 | 14.29% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,227 | $824,368 | 9.47% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,146 | $798,423 | 9.17% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,528 | $789,683 | 9.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,144 | $654,800 | 7.52% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,659 | $513,477 | 5.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,302 | $374,403 | 4.30% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 2,865 | $344,630 | 3.96% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,577 | $320,269 | 3.68% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 292 | $268,572 | 3.08% | |
| INTC |
Intel Corp
Technology
|
Reduced | 5,468 | $241,302 | 2.77% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 694 | $226,195 | 2.60% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
NEW | 3,633 | $220,341 | 2.53% | |
| FTI |
TechnipFMC plc
Energy
|
NEW | 3,047 | $210,639 | 2.42% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 594 | $200,676 | 2.30% | |
| PCG |
PG&E Corp
Utilities
|
Reduced | 10,473 | $184,010 | 2.11% |